Project ManagementTraffic Flow & Accident

Prevention

All about me… Paralegal & Litigation & PM support @o King & Spaldingo Counsel on Callo Kilpatrick Townsendo OrcaTec

20 years as a Paralegalo Worked on Jon Benet Ramsey,

Brown & Williamson, OxyContin Litigation, Firestone Tire Replacement and many more

What is Project Management?

• Planning • Strategy• Execution

What is Project Management?

• Planning • Strategy proposal and counter

proposal• Execution• Communication – Calibration of

Expectations• Seeing around corners / Night vision• Dealing with the unexpected• Client Management

Planning

• Who• What• Where • When

Planning - Who

• Case• Players• Personalities• Communication Styles & Methods• My counterpart on the other side

Planning - What

• Key facts• Players, Time Frames, Data Sources• Goals• Areas to avoid / Sensitivities

Planning - Where

• Which Court• What Rules to follow• Where is the Data• Who is processing it• Where is it being sent to and when?

Planning - When

• Court • Discovery • Deposition• Production• Trial• Sleep

Communication

• Proactive vs. Reactive• Anticipate • Calibration of Expectations

You set the rules• Damage control

Better in the morning!

Tracking

• Software – not memory or paper• Keep the cases separated• To-Do Lists / Reminders

Scope & Change Management

• MSA / SOW• Authorization• Scope & Scope Creep• Change control• Communication• Documentation of decisions taken

Budget

• SOW & MSA sets the rates• Understanding the billing schedules• Value vs. Cost• Invoice management & overbilling• Communication• Documentation of decisions taken

Lessons learned

• Identify areas of concern & weakness• Avoid making same mistake twice• 360o feedback• Suggesting change• Communication• Documentation of decisions taken

Project Closeout

• Preservation vs. Destruction• Inventory• Records Management• Get paid• Go on vacation

Hide the evidence Shred everything Deny all knowledge

Contact information:Nicole Stubbs – Nicole.Stubbs@OrcaTec.com

Tel: 770-650-7700 Ext 351